Vinkius

Copilot CRM (Assembly) MCP for AI Agents. Manage Client Profiles and Invoice Status in a Service Business Portal

Copilot CRM (Assembly) MCP equips your AI agent to manage client relationships, company records, billing cycles, and project files inside the Copilot portal. It lets you list contacts, check invoice statuses, update profiles, and search historical documents using only natural language.

Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Claude Claude
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Cursor Cursor
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Gemini Gemini
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Windsurf Windsurf
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with VS Code VS Code
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with JetBrains JetBrains
Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage Client Records

Creates new client profiles, retrieves detailed contact information, or updates existing account statuses.

Track Company Entities

Lists and resolves corporate entity data, including legal names and primary contacts associated with clients.

Handle Billing Inquiries

Checks the status of invoices, pulls total amounts, and confirms due dates for any client account.

Search Documents and Messages

Retrieves metadata on uploaded files or searches message threads within the client portal workspace.

Discover System Data

Lists available custom fields, forms, and account settings used across the entire CRM platform.

Waiting for input…

AI Agent
Copilot CRM (Assembly) MCP for AI Agents

What AI agents can do with Copilot CRM (Assembly): 10 Tools for Client & Invoice Operations

Use these tools to create, list, update, and retrieve specific client, company, invoice, file, and message records directly from the portal.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Copilot CRM (Assembly) MCP

Create Client

Adds a brand new client profile into the portal using basic identifying details like name and email.

Get Client Details

Pulls comprehensive information about one specific client, including contact info...

List Clients

Generates a list of all clients in your CRM, showing their IDs, names, emails, and...

List Companies

Retrieves a catalog of corporate entities, including company IDs, legal names, and...

List Custom Fields

Shows you the definitions for all custom fields used across different parts of the...

List Files

Lists files uploaded to the portal, providing filenames, storage paths, and when they were last accessed.

List Forms

Retrieves definitions for various intake or feedback forms available in the client workspace.

List Invoices

Generates a list of all invoices, showing amounts, due dates, payment status, and...

List Portal Messages

Lists message threads from the client portal, detailing sender, receiver, content...

Update Client

Modifies specific attributes of an existing client, like changing their name or...

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Copilot CRM (Assembly) MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Copilot CRM (Assembly) MCP for AI Agents integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Copilot CRM (Assembly), then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Copilot CRM (Assembly) MCP for AI Agents MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Copilot CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Copilot CRM (Assembly) MCP: Automating Client Onboarding Workflows

Right now, setting up a new account means navigating to one screen to create the contact, then opening another tab to link them to a company ID, and finally going into a third area just to upload initial documents. You spend minutes copy-pasting names and verifying IDs across three different modules.

With this MCP, your agent handles all of that in one conversation. Simply telling it, 'Set up Acme Corp as a new client,' triggers multiple actions: creating the record, linking the company, and documenting the initial setup—all without you leaving your chat.

Copilot CRM (Assembly) MCP: Managing Invoice Status for Service Businesses

Checking billing requires jumping into the invoicing module, filtering by date range, then manually checking every line item to see if it's paid or overdue. You end up with a spreadsheet and several tabs open just to answer 'How much is owed?'

Now, you ask your agent about payments. It instantly gathers all pending invoices for the period and presents a clear summary of totals, due dates, and outstanding balances right there in the chat.

What Copilot CRM (Assembly) MCP for AI Agents MCP does for your AI

This connector integrates the Copilot client portal directly into your AI workflow. Forget switching between tabs or manually updating spreadsheets; your agent handles the back-office work for service businesses.

You can ask it to list all your active clients or find a specific company's details, even pulling associated contacts and account linkages. Need billing info? You can check invoice statuses, pull payment totals, and confirm due dates just by asking. If you need historical context, the agent searches through files and portal messages for any piece of data.

This entire system runs using natural conversation, letting you manage everything from client onboarding to project tracking without ever leaving your chat window. Because Vinkius hosts this MCP, all compatible AI clients—Claude, Cursor, Windsurf, and others—get instant access to these powerful functions.

Built · Hosted · Managed by Vinkius Copilot CRM (Assembly) MCP for AI Agents — Client Billing & Document Management
Server ID 019d757b-fda1-7255-991f-cfa2d19aa5fd
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Copilot CRM (Assembly) MCP for AI Agents MCP

How does the Copilot CRM (Assembly) MCP help me check client billing details? +

It allows you to ask for invoice statuses or payment totals using natural conversation. Instead of navigating complex billing screens, your agent pulls up a summary showing exactly which invoices are due and when they were paid.

Can I use the Copilot CRM (Assembly) MCP to find old client documents? +

Yes, you can ask it to search through files uploaded in the portal. It retrieves metadata on specific documents, like filenames and upload dates, so you know exactly what history exists for a client.

What if I need to update an existing client's information? +

You simply tell your agent what change is needed. You can ask it to update the account status or correct a contact detail, and it makes the modification directly within the CRM system.

Does Copilot CRM (Assembly) MCP help with setting up new client accounts? +

Absolutely. The agent handles creating brand new client records for you. You just provide the basic identity info, and it builds out the profile in the portal.

Is Copilot CRM (Assembly) MCP good for law firms managing case data? +

Yes, because it manages company associations and client profiles. It lets you track multiple related entities—the client, the associated corporations, and all their project files—in one conversation.

Does this MCP handle tracking communication history? +

Yes, it lists messages sent through the portal. You can pull up message threads to see who was communicating with whom and when, giving you a clear record of interaction.